See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,081 | $150,440-93.3% | $136,294-92.6% | $147,584-93.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 13.10% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,211 | $5,256-57.9% | $4,695-52.9% | $4,876-54.7% |
| Participant deferral / active EE | $3,830 | $6,630-42.2% | $6,247-38.7% | $5,439-29.6% |
| Admin fee / account holder | $1,101 | $10,905-89.9% | $9,243-88.1% | $10,885-89.9% |